The data aggregator is being sold to STG for an undisclosed amount in a deal set to close in the third quarter.

For more information regarding the Premier Partner compensation to Envestnet and related conflicts, please see Envestnet's Form ADV Part 2A.

By Envestnet New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin ...

Envestnet, Inc. today announced it has entered into a definitive agreement to sell Yodlee, Inc., its open finance and data analytics subsidiary, to STG, a private equity firm focused on fueling ...

The data aggregator Yodlee is changing hands from wealth management firm Envestnet to private equity firm STG. Envestnet announced the sale of Yodlee to STG on Wednesday. The transaction is expected ...

New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRo ...

Envestnet initially positioned the service as a core part of its push toward providing holistic advice. However, Yodlee has also been at the center of controversy.

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

Envestnet is partnering with BlackRock, Fidelity Investments, Franklin Templeton and State Street to offer alternative investments in model portfolios.

Envestnet to sell open finance and data analytics firm Yodlee to STG The deal is expected to close in the third quarter of 2025.